CB Service Client Relationship Manager

Full Time
Irvine, CA
$95,500 - $153,000 a year
Posted
Job description
As a Client Relationship Manager (CRM), you serve as the primary point of contact for each client assigned to your portfolio within Commercial Banking. The CRM is expected to be the client advocate and responsible for owning the client experience globally through the handling of the service and account management needs of designated high profile clients who utilize complex depository and treasury products, which may include those both within the US and across our global footprint.

Job Responsibilities:
  • Client Centric
    • Manages a portfolio of highly complex and largest clients autonomously
    • Develops long-term client relationships with credibility founded on a detailed understanding of operational data and processes
    • Ability to see things through the client's perspective
    • Investigate root causes of process inefficiencies and makes proposals on opportunities for process improvement
    • Builds in-depth understanding of the client's organization, industry, business priorities and culture
  • Deliver on Partner Relationships
    • Ability to work independently and in a team environment to maximize productivity in the most efficient manner
    • Credible and influential thought partner and SME
    • 'Leads highly complex projects & collaborates with internal & external stakeholders to realize desired outcome during the project lifecycle
  • Help Modernize the Client Experience
    • Owns and drives a consistent and positive client experience
    • Understands client needs and connects digital solutions to enhance the client experience.
    • Partners with teams to prepare for and conduct regular client relationship reviews :
      • Product awareness / optimization
      • Introduces new tools / processes
      • Fraud prevention
    • Leads client transformation initiatives for operational efficiencies
    • Continually evaluates and enhances processes

Required Qualifications, capabilities and skills:

  • Ability to create and present findings
  • Data Analytics experience
  • Project Management
  • Change Management
  • Relationship Building
  • Curiosity / growth mindset
  • Collaborating and Influencing
  • Strategic Thinking
  • Thought Leadership
  • Consultative and Advisory Management
  • 6+ years of relative work experience

Preferred qualifications, capabilities and skills:

  • BSBA degree
  • Google G suites / Microsoft Office adept

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
Irvine,CA $95,500.00 - $153,000.00 / year

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